Physical and transition climate risk as portfolio-wide exposure.
Energy transition infrastructure spans the generation, grids, storage and electrified demand of a lower-carbon energy system. Global investment passed two trillion dollars a year in the mid-2020s. Here is what it covers and why it suits long-horizon owners, with dated figures.
Our research hub on climate, nature and the energy transition as financial risks for long-horizon investors: systemic and physical risk, transition risk, net-zero portfolios, nature and natural capital, and how owners respond.
For an investor that owns the whole economy, climate change is not an asset to trade around but a system-level risk that cannot be diversified away. Here is why universal owners treat it as financial, and what they can actually do about it.
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